401(k) · DOL Form 5500 · 2023

Xtra Corporation 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
364
Participants Below avg headcount
90th
Percentile by assets National rank
$242,554
Avg per participant Above avg balance/head
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Official DOL plan name: Xtra 401(k) Savings and Retirement Plan · Sponsored by Xtra Corporation · Missouri · Management of Enterprises

$88M in assets, 364 participants

Xtra Corporation's Xtra 401(k) Savings and Retirement Plan reported $88M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #853 in Management of Enterprises (1,137 peers)

Coverage in Missouri

Xtra 401(k) Savings and Retirement Plan covers 364 participants in Missouri, about 49% of the average Missouri filer (state average ~737 per filing). Assets: $88M.

#853
in Management of Enterprises (1,137 peers)
+15.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Xtra 401(k) Savings and Retirement Plan's outsized position by total assets

Xtra 401(k) Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$88,289,489 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Xtra 401(k) Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xtra 401(k) Savings and Retirement Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xtra 401(k) Savings and Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Xtra 401(k) Savings and Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Xtra 401(k) Savings and Retirement Plan reported participants fell from 370 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060954158 · Xtra Corporation PY 2023 · 401(k)

Xtra 401(k) Savings and Retirement Plan · $88M · 364 · 90th

  • BOY $88M
  • BOY 364
  • BOY 90th
  • BOY 401(k)
  • BOY near Connexus Energy Retirement Savings Plan
  • BOY ind #853

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Missouri →

Xtra 401(k) Savings and Retirement Plan in the asset neighbourhood

Emerald Queen Casino 401(k) PlanEmerald Queen Casino 401(k) …$88MXtra 401(k) Savings and Retirement PlanXtra 401(k) Savings and Reti…$88MConnexus Energy Retirement Savings PlanConnexus Energy Retirement S…$88MPerformance Trust Retirement PlanPerformance Trust Retirement…$88MLegends 401(k) Profit Sharing PlanLegends 401(k) Profit Sharin…$88M
End-of-year total assets ($M) among Xtra 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$88M
Net Income$12M
Employer EIN060954158
Plan Effective Date1965-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Xtra Corporation)

Sponsor-wide plan assets over time

All Xtra Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$92M 20.909473489467562% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $76.3M $92.2M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 370 $76M
2023 1 364 $88M
2024 1 374 $92M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Xtra 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Xtra 401(k) Savings and Retirement Plan, Total assets ($B): 0.088289489 · Participants: 364Xtra 401(k) Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Xtra 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Xtra 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Xtra 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Connexus Energy Retirement Savings Plan in MN ($88M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Xtra 401(k) Savings and Retirement Plan assets move in 2023? ▼
Xtra 401(k) Savings and Retirement Plan grew sharply - up 15.7% during 2023, from $76M to $88M. Reported net income was $12M.
How have Xtra Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xtra Corporation's sponsor-wide assets grew 20.9%, from $76M to $92M.
Where does Xtra 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Xtra 401(k) Savings and Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Xtra 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connexus Energy Retirement Savings Plan in MN ($88M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Xtra 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060954158.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.